Cpr Financial & Insurance Services, Inc.

Cpr Financial & Insurance Services, Inc. (CRD# 145855) is a financial advisory firm headquartered in Frisco, TX. They manage $3,000,000 in 74 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $40,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Cpr Financial & Insurance Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Charles P. Rosen
CRD#: 4589137
5000 Eldorado Parkway, Ste. 150, Frisco, TX 75033
100
Wealthminder
score
Charles Rosen (CRD# 4589137) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Frisco, TX and has over 13 years of experience in the finance industry.
2
Vincent R. Lombardo
CRD#: 2801293
Frisco, TX
93
Wealthminder
score

Vincent Lombardo (CRD# 2801293) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Frisco, TX and has over 16 years of experience in the finance industry.

3
Manuel Menendez
CRD#: 1992107
3625 82 Avenue, #100c, Miami, FL 33166
93
Wealthminder
score

Manuel Menendez (CRD# 1992107) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Miami, FL and has over 12 years of experience in the finance industry.

4
Jerome P. Warren
CRD#: 4130419
Frisco, TX
87
Wealthminder
score

Jerome Warren (CRD# 4130419) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Frisco, TX and has 1 year of experience in the finance industry.

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